To access Forms in OneNote for the web, please sign in with your school account. Under My Forms , select New Form. Select the placeholder default title and update it with your own. Your newly created form will appear at the top of your My forms list in the Forms for OneNote panel and can be embedded into your OneNote notebook. Select Add question to add a new question to your form.
Highlight a word or words in your title or questions, and then choose any of the following: Bold , Italic , or Underline. Now that you have the basics down, you can also customize your form theme , add a picture to a question , create sections , use branching logic , and more. See what else you can do with Microsoft Forms.
We want to hear from you! Frequently asked questions about Microsoft Forms. Adjust your form or quiz settings in Microsoft Forms. Send your form to collect responses. Check your form results. Microsoft Forms. Get started. Create a form with Microsoft Forms. Start a new form Sign in to Microsoft with your school or work credentials.
Open the Excel workbook in which you want to insert a form. Select the text and change it to whatever you like. Click on the. Customize Content Controls. Highlight your new form field and then click on Properties , directly below the Design Mode button. Here you can give the control a title, change the color, style the text and specify whether or not the control can be edited or deleted.
At the very bottom are the control specific options, so if you have a plain text control set up, you can control how many lines you want to allow. That last option is useful if you need someone to type in a paragraph of text. Plain-text controls do allow bold, font changes or color changes. If you need a drop down field added to your form go ahead and insert the drop down control. Highlight the field and again go to Properties to add your custom drop down options. By default, the Display Name and Value will be the same, but you can change it if you like.
There really is no reason to change the value unless you are writing Word macros and refer to the controls in code. Set Text box enabled to allow the user to enter text into the field.
Maximum length sets the length of text that a user can enter. The default is Unlimited. Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case. Text box enabled Lets the user enter text into a field.
If there is default text, user text replaces it. Default Value Choose between Not checked or checked as default. Checkbox size Set a size Exactly or Auto to change size as needed. Check box enabled Lets the user check or clear the text box. Drop-down item Type in strings for the list box items. Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.
Drop-down enabled Lets the user open the combo box and make selections. Note: To unprotect the form and continue editing, select Protect Form again. On the right side of the ribbon, select , and then select Ribbon Preferences.
You can start with a blank document and create your own form. Or, to save time, you can start with a form template. In the left pane, expand Online Templates , and then select Forms. To set specific properties for the control, select Options , and then configure the properties that you want.
Note: To create a list of drop-down items in a combo box, select the combo box placeholder, click Options , and then add the items that you want to appear in the drop-down list. Instructional text for example, "Type First Name" in a text box can make your form easier to use. By default, no text appears in a text box, but you can add it. On the Developer tab, under Form Controls , select Options.
Make sure that Fill-in enabled is selected, and then select OK. Note: To unprotect the form and continue editing, click Protect Form again. You can create the form with the desktop version of Word with the instructions in Create a fillable form.
Show the Developer tab If the developer tab isn't displayed in the ribbon, see Show the Developer tab. Open a template or a blank document on which to base the form To save time, start with a form template or start from scratch with a blank template. The advice on form structure and planning applies to both types of fields. If you are using Content Controls, a key difference between plain-text and rich-text content controls is that with plain-text content controls the tab key will take the user to the next content control while with a rich-text content control, the tab key will insert a tab character within the content control.
Starting with Word , performance of legacy form fields has degraded. MVP Graham Mayor has provided a utility to convert legacy form fields to content controls. I would advise not using legacy form fields unless you must. Eventually you will have to convert them. In my practice, often a printed form will come in that it would be helpful to be able to fill in using Microsoft Word. Getting a Word-printed form to look exactly like the pre-printed form can be very difficult because the fonts and spacing options are different.
Probably the simplest way to mimic a paper form is to scan it in a high-resolution scan at least dpi and use that as the basis for your document. When you scan the document, clean it up in your scanning program. Straighten the image up so that a horizontal line drawn in Word is going to match a horizontal line on the form. Crop off any extra margin area. Draw a text box in the header that fills the entire page. Insert Text Box.
Click inside the textbox. Insert your scanned image in the textbox. Close the Format Picture box by clicking on OK. Move your pointer to the edge of your text-box and right-click on the text-box border. Once you have your background, you would use the Forms Toolbar or Developer Tab in later versions to insert a borderless table or frames to place your form fields in the blank areas on the background image so the form can be filled in. From here it is like starting from scratch except you don't add the text.
The Forms toolbar can be accessed under the View Menu or by right-clicking in the toolbar area at the top of the page. It has controls for insertion of form fields.
You may not even know you have a Developer Tab, but it is there, hidden by default. Click on the link above to get instructions on how to view it. The forms controls group in Word , and , respecively look like this:. The controls shown are "Content Controls" rather than form controls. To access the classic fields and controls, you need to click on the tools folder button.
The version does not have a checkbox content control. An improved model with all of the controls from the classic toolbar including the lock button is available for free from Greg Maxey by clicking on the picture below:. Note that the built-in dropdown does not include the lock button and does include ActiveX Controls. Avoid ActiveX Controls unless you are a programmer. If you are using the legacy controls you probably will want the lock button. For now, this chapter will deal with the classic or "legacy" form fields and what are called protected forms.
I recommend using Content Controls instead unless you must use the legacy formfields. If you want to learn more about the ActiveX or content controls review the other references at the beginning of the chapter. You can mimic the printed form by retyping the text and setting its formatting to look like the printed form.
You insert your formfields where the information goes. You can constrain the formfields so that they won't move other text by putting them in frames or table cells. Otherwise, text that follows a formfield will wrap and flow as in any Word document. When a document is protected for forms, or locked, all you can do is work in the formfields that are in the document and in any unprotected sections.
You can lock a document for forms using the padlock button on the Forms toolbar or using the Protect Document command under the Tools menu. This second method gives you the option of setting a password to unprotect the form.
In Word clicking on the lock button of the toolbar will automatically reset your formfields. So, if you type things into your form, unlock it, and then relock it, everything you typed is gone.
This can be avoided using a macro to lock the forms. For information on how to insert this macro into your templates, see Inserting Macros. In Word the lock button on the Forms toolbar will not reset fields but the menu command still will. You can also use the eraser on the toolbar to reset the fields. In Word , to use legacy formfields you would lock the form using the Restrict Editing button.
This button is on the Review and optional Developer tabs. The restriction would be for filling in forms. This "locks" the document in the same manner as the lock button in Word In the Ribbon versions of Word you can also Restrict Editing to allow no changes with exceptions.
I generally set the exceptions to be for everyone. This requires selecting the areas you want to allow changes and marking them as exceptions. This gives more flexibility and allows use of more Word features. It does not necessarily lock the form down as stringently as filling in forms protection. You should not mix Ribbon-version content controls and legacy formfields in the same document.
The regular Spell Checking tool is disabled in protected Forms protected for filling in forms. This is the only protection method available in menu versions of Word.
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